Our Services

Family OfficeFamilies manage their private finances in many different ways. Some rely on external advisers and some organise as much as possible in house, sometimes in a family office. Whatever your preference, we can provide assistance in developing an effective structure to manage your affairs, co-ordinating the resources of accounting, tax, legal and investment specialists. We can organise regular family meetings and timely reports from all the external advisers.

Tax and AccountingWe can give tax and accounting advice on a range of related matters. Alternatively, we can source and manage specialist advisers when the need arises.

For example where a property can be developed, on behalf of the client we can work with the developers and planning advisers – monitoring progress as well as assisting with the funding, cash flow planning, tax planning and arranging all the legal agreements.

TrustsWe can arrange individual or corporate trustees in situations when it is desirable to have an independent trustee for family trusts.

We can discuss the investment strategy with the trustees and assist with the selection of the investment advisers and review of their performance.

Divorce & Expert Witness WorkSolicitors and barristers often require assistance on the financial aspects of divorces. We can provide accounting and tax advice at an early stage to decide the best way forward. Andrew Pitt can also act as an Expert Witness on establishing the total family wealth, valuing private company shares or businesses, understanding offshore and onshore trust arrangements and any related tax issues.

Family BusinessesWe can assist the family with governance issues and long-term planning, for example attending board and family meetings as appropriate.

CharitiesMany charities are similar to family businesses and face the same strategic and management challenges. We can assist the trustees in ensuring they have an appropriate governance structure, that the right executives are recruited and the trustees' meetings run smoothly.